Transactions
264
Total transactions associated with this filer
Disclosed purchases
71
$232.0K – $580.0K
Average modeled return
+75.4%
9 modeled purchases
Average vs. S&P 500
-31.4%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
MARKET ANALYSIS
Modeled purchase performance · Since purchase
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| KKR | g fedcF IlINg S TATuS : New KKR & Co. Inc. (KKR) | Jan 13, 2021 | Sep 21, 2026 | +157.0% | +119.7% | +37.3% |
| MSFT | g fedcF IlINg S TATuS : New Microsoft Corporation (MSFT) | Jan 19, 2021 | Sep 21, 2026 | +141.1% | +120.4% | +20.8% |
| MSFT | g fedcF IlINg S TATuS : New Microsoft Corporation (MSFT) | May 26, 2021 | Sep 21, 2026 | +106.6% | +98.5% | +8.1% |
| MSFT | g fedcF IlINg S TATuS : New Microsoft Corporation (MSFT) | Feb 23, 2021 | Sep 21, 2026 | +123.2% | +115.3% | +7.9% |
| KKR | g fedcF IlINg S TATuS : New KKR & Co. Inc. (KKR) | May 3, 2021 | Sep 21, 2026 | +87.7% | +98.9% | -11.2% |
| VZ | g fedcF IlINg S TATuS : New Verizon Communications Inc. (VZ) | Jul 6, 2021 | Sep 21, 2026 | +17.7% | +91.5% | -73.8% |
| VZ | g fedcF IlINg S TATuS : New Verizon Communications Inc. (VZ) | Apr 20, 2021 | Sep 21, 2026 | +13.7% | +101.8% | -88.1% |
| VZ | g fedcF IlINg S TATuS : New Verizon Communications Inc. (VZ) | Apr 20, 2021 | Sep 21, 2026 | +13.7% | +101.8% | -88.1% |
| VZ | g fedcF IlINg S TATuS : New Verizon Communications Inc. (VZ) | Mar 23, 2021 | Sep 21, 2026 | +17.9% | +113.5% | -95.6% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 11 · 264 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| TWTR | Twitter, Inc. (TWTR) | Oct 31, 2022 | Sale | $50.0K – $100.0K | Filing ↗ |
| TWTR | g fedcF IlINg S TATuS : New Twitter, Inc. (TWTR) | Jan 24, 2022 | Purchase | $50.0K – $100.0K | Filing ↗ |
| TWTR | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Twitter, Inc. (TWTR) | Jan 19, 2022 | Purchase | $15.0K – $50.0K | Filing ↗ |
| VZ | g fedcF IlINg S TATuS : New Verizon Communications Inc. (VZ) | Jan 7, 2022 | Sale | $250.0K – $500.0K | Filing ↗ |
| TWTR | g fedcF IlINg S TATuS : New D ESCRIPTION : Sold 18 put options with a strike price of $55 and an expiration date o f 12/17/21Twitter, Inc. (TWTR) | Dec 16, 2021 | Purchase | $15.0K – $50.0K | Filing ↗ |
| TWTR | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Twitter, Inc. (TWTR) | Dec 16, 2021 | Sale | $15.0K – $50.0K | Filing ↗ |
| ORCC | g fedcF IlINg S TATuS : New Owl Rock Capital Corporation (ORCC) | Nov 30, 2021 | Purchase | $50.0K – $100.0K | Filing ↗ |
| TWTR | Twitter, Inc. (TWTR) | Nov 19, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| TWTR | g fedcF IlINg S TATuS : New Twitter, Inc. (TWTR) | Nov 19, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| VZ | g fedcF IlINg S TATuS : New Verizon Communications Inc. (VZ) | Nov 19, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| TWTR | F S : Amended S O : WF - Investment - 3 D : Bought 18 put options with a strike price of $55 and an expiration date of 11/19/21 2000086895 Twitter, Inc. (TWTR) | Nov 19, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| VZ | F S : Amended S O : WF - Investment - 3 D : Sold 52 call options with a strike price of $57.50 and an expiration date of 06/18/21 2000086893 Verizon Communications Inc. (VZ) | Nov 19, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| TWTR | g fedcF IlINg S TATuS : New Twitter, Inc. (TWTR) | Nov 19, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | F S : Amended S O : WF - Investment - 3 D : Sold 1 put option with a strike price of $3000 and an expiration date of 11/19/21 2000086161 Amazon.com, Inc. (AMZN) | Oct 26, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | g fedcF IlINg S TATuS : New Amazon.com, Inc. (AMZN) | Oct 26, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| PYPL | F S : Amended S O : WF - Investment - 3 2000086162 PayPal Holdings, Inc. (PYPL) | Oct 26, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| CVX | F S : Amended S O : WF - Investment - 3 D : Sold 19 call options with a strike price of $104 and an expiration date of 10/15/21 2000086160 Chevron Corporation (CVX) | Oct 18, 2021 | Sale | $100.0K – $250.0K | Filing ↗ |
| CRWD | g fedcF IlINg S TATuS : New CrowdStrike Holdings, I nc. - ClassA (CRWD) | Oct 18, 2021 | Sale | $100.0K – $250.0K | Filing ↗ |
| CRWD | F S : Amended S O : WF - Investment - 3 2000086159 CrowdStrike Holdings, Inc. - Class A (CRWD) | Oct 18, 2021 | Sale | $100.0K – $250.0K | Filing ↗ |
| CVX | g fedcF IlINg S TATuS : New Chevron Corporation (CVX) | Oct 18, 2021 | Sale | $100.0K – $250.0K | Filing ↗ |
| DIS | g fedcF IlINg S TATuS : New Walt Disney Company (DIS) | Oct 4, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| DIS | g fedcF IlINg S TATuS : New D ESCRIPTION : 5 Separate VZ sales on the same day 10/4Walt Disney Company (DIS) | Oct 4, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| SQ | g fedcF IlINg S TATuS : New Square, Inc. Class A (SQ) | Oct 4, 2021 | Purchase | $100.0K – $250.0K | Filing ↗ |
| DIS | F S : Amended S O : WF - Investment - 3 D : Sold 84 call options with a strike price of $52.50 and an expiration date of 01/21/22 2000085027 Walt Disney Company (DIS) | Oct 4, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| AAL | F S : Amended S O : WF - Investment - 3 D : Sold 1 put option with a strike price of $3200 and an expiration date of 10/29/21 2000085025 American Airlines Group, Inc. (AAL) | Oct 4, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10073345 | 102 | PARSED | Filing ↗ |
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice.